Jamison Private Wealth Management’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Buy |
15,419
+22
| +0.1% | +$257 | 0.03% | 196 |
|
|
2025
Q1 | $193K | Buy |
15,397
+1,353
| +10% | +$17K | 0.03% | 194 |
|
|
2024
Q4 | $238K | Buy |
14,044
+18
| +0.1% | +$305 | 0.04% | 191 |
|
|
2024
Q3 | $220K | Buy |
14,026
+1,580
| +13% | +$24.8K | 0.03% | 182 |
|
|
2024
Q2 | $239K | Hold |
12,446
| – | – | 0.04% | 165 |
|
|
2024
Q1 | $249K | Buy |
12,446
+1,284
| +12% | +$25.7K | 0.04% | 162 |
|
|
2023
Q4 | $225K | Hold |
11,162
| – | – | 0.04% | 159 |
|
|
2023
Q3 | $130K | Buy |
+11,162
| New | +$130K | 0.03% | 182 |
|